Crcm LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Crcm LP disclosed 9 US equity positions worth $336.6m in its Q2 2025 13F filing. The largest position was GRAL at 55.7% of the reported book, followed by IBIT and HHH. Against the Q1 2025 filing, it opened 3 new positions, added to 2 and reduced 3 among the top 9 holdings.
What did Crcm LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GRAL GRAIL INC | 55.7% | $187.4m | 3,644,855 | 0% | held | |
| 2 | IBIT ISHARES BITCOIN TRUST HEDGEFUND | 29.2% | $98.4m | 1,608,082 | -49% | reduced | |
| 3 | HHH HOWARD HUGHES HOLDINGS INC | Real Estate | 6.2% | $20.7m | 307,223 | – | new |
| 4 | IAU ISHARES GOLD TRUST ETF | 5.2% | $17.5m | 280,240 | 4598% | added | |
| 5 | CRITICAL METALS CORP | 2.2% | $7.3m | 2,039,358 | – | new | |
| 6 | MICROSTRATEGY INC | 0.8% | $2.8m | 22,784 | 45% | added | |
| 7 | PLBY PLAYBOY INC | 0.3% | $1.1m | 706,620 | -58% | reduced | |
| 8 | PROCAP ACQUISITION CORP | 0.2% | $732.0k | 68,284 | – | new | |
| 9 | BNR BURNING ROCK BIOTECH LTD-ADR | 0.2% | $615.5k | 194,766 | -14% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.